Merge Duplicate Contact Records
- No Data is Lost
You can De-Dupe your Account to Automatically Flag and
Merge / De-Dupe Contacts
De-Dupe / Merge Contact Records
To Merge Contacts:
Go to the "Contact Detail" of one of the Contacts you want to Merge
(It's best to start with the Contact Profile that has the most Details.)
Click the "Merge Contacts" button
The pop-up modal will Auto Fill the Filter with First, Last, Suffix and Company
- Adjust, Remove or Add to the Filter to find the Contacts to Merge
- Merge Contacts or Swap Parent and Merge Contacts
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Click the Merge Icon to Merge Contact Records
Contact Record is Merged indicated by Check
Contact Merge History Details are stored per Contact:
Contact > Summary > System Notes Tab
Un-Merge Contacts
To Un-Merge Contacts click the "Un-Merge" Contacts button from
Contact > Summary > System Notes Tab.
Un-Merge Contact Records must be done one at a time.